WI
SWAN icon

Wintrust Investments’s Amplify BlackSwan Growth & Treasure Core ETF SWAN Stock Holding History

Wintrust Investments’s Portfolio SWAN Stock Details SWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,874
Closed -$272K – 438
2021
Q4 		$272K Buy
+7,874
New +$280K 0.03% 358

Other funds holding SWAN

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KFP
KB Financial Partners Princeton, New Jersey $350M AUM 19% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wintrust Investments's SWAN Position: Q1 2022 in Review

Wintrust Investments sold out of Amplify BlackSwan Growth & Treasure Core ETF (SWAN) in Q1 2022, closing a stake of 7,874 shares — an estimated $272K sold.

Wintrust Investments first reported a position in SWAN in Q4 2021 and held it in 1 quarter. The position peaked at $272K in Q4 2021. 107 funds tracked by Wall St. Rank hold SWAN as of Q1 2022.

  • Wintrust Investments reported no remaining Amplify BlackSwan Growth & Treasure Core ETF position as of Q1 2022 after selling out during the quarter.
  • Wintrust Investments sold 7,874 Amplify BlackSwan Growth & Treasure Core ETF shares in Q1 2022, an estimated $272K.
  • Wintrust Investments first reported a position in Amplify BlackSwan Growth & Treasure Core ETF in Q4 2021 and held it in 1 quarter.
  • Wintrust Investments's Amplify BlackSwan Growth & Treasure Core ETF position peaked at $272K in Q4 2021.
  • 107 funds tracked by Wall St. Rank held Amplify BlackSwan Growth & Treasure Core ETF as of Q1 2022.

Based on Wintrust Investments's 13F filing for Q1 2022, filed 11 May 2022.